Form Et 4207 PDF Details

Understanding the nuances of planning for retirement under the Wisconsin Department of Employee Trust Funds requires navigating various procedures, one of which revolves around the ET-4207 form, a Retirement Estimate Request. This document is a crucial initial step for public employees within Wisconsin, aimed at obtaining a preliminary estimate of their retirement benefits. It outlines the necessity for workers to provide detailed personal and employment information, including name, contact details, member ID or social security number, and specific data related to employment earnings over the recent fiscal or calendar years. Additionally, the form asks for anticipated termination dates to aid in the calculation of potential retirement benefits, although this does not obligate the employee to retire on that date. Notably, the ET-4207 delves into other significant considerations for retirement planning, such as the inclusion of military service prior to 1974 and options for purchasing forfeited service credits, enhancing its role in helping employees make informed decisions about their retirement. The form also introduces the concept of providing named survivor information, crucial for those considering joint and survivor estimates, although it is explicit in stating that this part of the form does not serve as a beneficiary designation. Overall, the ET-4207 form stands as a testament to the complexities and considerations within the retirement planning process, offering a structured pathway for public employees in Wisconsin to estimate their future retirement benefits and make informed decisions tailored to their individual circumstances and career choices.

QuestionAnswer
Form NameForm Et 4207
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other nameset4207 et 4207 fillable form

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Retirement Estimate Request

Wisc o nsin De p a rtm e nt o f Em p lo ye e Trust Fund s

801W Ba d g e r Ro a d PO Bo x 7931

Ma d iso n WI 53707-7931

1-877-533-5020 (to ll fre e ) Fa x 608-267-4549

e tf.w i.g o v

Name (Last, First MI, Previous/Maiden)

 

Member ID or Social Security Number

 

 

 

Street Address

E-mail

Birth Date (MM/DD/CCYY)

 

 

/

/

 

 

 

 

City

State

ZIP Code

Employer

Telephone Number(s)

Home: ( )

Work: ( )

Cell: ( )

Note: This is not an application for benefits or a beneficiary designation.

Requesting Retirement Estimate Application: fill in appropriate section(s)

This information is necessary to calculate your retirement estimates.

Estimates cannot be calculated without the information below. Estimates will only be provided 12 months in advance of your anticipated termination date.

Your anticipated termination date (MM/DD/CCYY):*

/

/

* This does not commit you to retiring on that date, but we must have a date to use in the calculations.

Calendar Year

 

 

Fiscal Year

 

 

(For use by all, except teachers, educational support staff and justices.)

(For use by teachers, educational support staff and

Last year’s estimated gross earnings: 1/1/____ - 12/31/____

$

___

justices.)

 

 

 

 

 

This year’s estimated gross earnings: 1/1/____ - 12/31/____

$

________

7/1/____ - 6/30/____

$

 

7/1/____ - 6/30/____

$

 

 

 

 

 

Do you work:

Full time

Part time

 

% FTE

Do you have active military service prior to 1/1/1974?

No

Yes If yes, send a copy of your military discharge papers with this

request (i.e., DD-214) if you have not previously done so. If service is after 1973, please see the Military Service Credit brochure (ET- 4122) regarding USERRA.

Named Survivor Information: (This information is needed to calculate joint and survivor estimates and is not a beneficiary designation.)

Name:

 

 

Birth Date:

/

/

Relationship to Participant:___________________________________

 

 

 

(If not spouse, all joint and survivor options may not be available.)

 

 

 

Requesting Other Information: check applicable box(es)

Cost of purchasing forfeited service (service forfeited if you previously closed your account by taking a separation benefit)

Approx. begin/end dates of service you forfeited:

 

Name(s) used:

 

 

 

 

Name of former employer(s):

Other:

Date (MM/DD/CCYY)

/ /

Employee Signature

Visit our Internet site at etf.wi.gov for information on retirement benefits, calculators and other learning opportunities.

ET-4207 (Revised 04/2014)

*ET-4207*

etf.wi.gov

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